IDC：2025年全球人形机器人出货量约1.8万台，中国厂商占主导

Core Insights - The global humanoid robot market is expected to experience explosive growth by 2025, with an estimated shipment of 18,000 units and sales revenue of approximately $440 million, representing a significant year-on-year increase of 508% [1] - Chinese manufacturers dominate the market, with Zhiyuan Robotics and Yuzhu Technology leading with around 5,000 units shipped, while international firms are still in the pilot phase [1] - Full-sized humanoid robots are projected to account for 41.6% of the overall market revenue in 2025 due to their wide applicability and high unit price [1] Industry Trends - The humanoid robot industry is transitioning from hardware sales to a model that includes Robot as a Service (RaaS), operational services, and platform ecosystems [1][4] - The focus of competition is shifting from hardware performance to technological depth, service capabilities, and ecosystem development, with leading firms expected to continue expanding their advantages [1] - The demand for humanoid robots is diversifying across six main application areas: entertainment, education, data collection, guiding and shopping, industrial manufacturing, and warehousing logistics [4] Technological Developments - Humanoid robots are moving from laboratory validation to engineering implementation, with advancements in the coordination of the body, cerebellum (motor control), and brain (cognitive decision-making) systems [3] - Modular and lightweight designs are enhancing system stability and deployment convenience, while end-to-end embodied intelligent models are enabling higher levels of autonomous operation and human-robot collaboration in complex scenarios [3] Market Dynamics - The global humanoid robot industry is shifting from a phase of broad participation to one characterized by concentration among leading firms and differentiation among tiers [4] - As technology matures and application scenarios expand, the market is entering a rapid development phase with clear distinctions in market strategies, technical capabilities, and ecosystem layouts between leading and smaller firms [4]